Jonathan Rhys Yashiro
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJan 2020 to now
- Hawaii Financial AdvisorsJan 2020 to now
- Cetera Advisor Networks LLCMay 2021 to Jun 2023
- Summit Financial Group IncJan 2020 to May 2021
- UnemployedMay 2019 to Dec 2019
- Summit BrokerageApr 2019 to May 2019
- Summit Financial Group IncApr 2019 to May 2019
- Jy Auto DealingJan 2019 to Nov 2023
- Valic Financial Advisors, Inc.Oct 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (HI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6431650
- Firm CRD
- 105644